IWA

IBEX Wealth Advisors Portfolio holdings

AUM $937M
1-Year Est. Return 43.53%
This Quarter Est. Return
1 Year Est. Return
+43.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$21.9M
3
+$19.1M
4
AVGO icon
Broadcom
AVGO
+$15.1M
5
OKE icon
Oneok
OKE
+$11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.77%
2 Financials 12.77%
3 Energy 11.55%
4 Real Estate 8.77%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.61%
+19,189
52
$2.34M 0.59%
+26,491
53
$2.29M 0.58%
+6,148
54
$2.28M 0.58%
+42,738
55
$2.27M 0.58%
+24,631
56
$2.26M 0.57%
+7,515
57
$2.2M 0.56%
+8,810
58
$2.09M 0.53%
+37,901
59
$2.02M 0.51%
+40,442
60
$2.02M 0.51%
+53,878
61
$1.98M 0.51%
+162,792
62
$1.84M 0.47%
+17,356
63
$1.8M 0.46%
+6,591
64
$1.7M 0.43%
+3,007
65
$1.54M 0.39%
+102,280
66
$1.38M 0.35%
+6,793
67
$1.14M 0.29%
+18,120
68
$1.09M 0.28%
+9,076
69
$760K 0.19%
+4,882
70
$668K 0.17%
+3,268
71
$663K 0.17%
+20,510
72
$616K 0.16%
+8,020
73
$585K 0.15%
+3,412
74
$582K 0.15%
+23,669
75
$546K 0.14%
+16,364
1 2
3
4 5